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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,387 | $72,071-80.0% | $68,368-79.0% | $137,256-89.5% |
| Participation rate | 90.5% | 76.2%+14.2pp | 73.8%+16.7pp | 80.0%+10.5pp |
| Annual return | 41.38% | 353.14%-311.8pp | 292.57%-251.2pp | 220.34%-179.0pp |
| Employer contribution / active EE | $691 | $2,788-75.2% | $2,649-73.9% | $4,156-83.4% |
| Participant deferral / active EE | $3,506 | $4,410-20.5% | $4,123-15.0% | $6,407-45.3% |
| Admin fee / account holder | $2,477 | $5,336-53.6% | $5,150-51.9% | $12,270-79.8% |